Funded Syndicated Deals
DUAL CITY INVESTMENTS
PORTFOLIO RETURNS
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PROPERTIES
Montgomery Rd Office
Blue Ash, OH
12,500 SF Class A office
Price: $4,120M
8.6 CAP rate
Fund Property
NOI: $360,000
Investment Strategy
- replace lowest lease tenant in 3 years with market rate tenant
Average COC return 9%
IRR 15%
Aiken Self Storage
Aiken, SC
444 Units
Price: $1.164M
9.26 CAP rate
NOI: $107,818
Investment Strategy
- Renovate 2 building and put sign at main road
- Reduce expenses
- Increase occupancy: online advertising
Average COC return 12%
IRR 26%
Rosewood Apartments
Clemson, SC
48 Units
Price: $4.5M
7 CAP rate
NOI: $302,000
Investment Strategy
- Build 84 untis on additional land
- Increase rates and maintain occupancy
Average COC return 8%
IRR 17%
Pinetree Apartments
Greenwood, SC
100 units
Price: $3.00M
7.94 CAP rate
NOI: $238,556
Investment Strategy
-
93% occupied
-
2 year hold
-
125% approx return
-
Increase NOI by renovating exterior and upgrade units off cash flow
Status: Average Return: 8%
IRR 15%
Greenville/Anderson Portfolio
75 units
Price: $3.6M
8.2 CAP rate
NOI: $295,005
Investment Strategy
-
100% occupied
-
5-7 year hold
-
Increase NOI by combining expenses and services with other Greenville assets
Average COC return: 10%
IRR 20%
Central Lofts
Central, SC
20 units
Price: $800k
9.4 CAP rate
NOI: $75,030
Investment Strategy
-
100% occupied
-
10-15 year hold
-
Maintain high occupancy, maintain condition and market rental rates.
Average COC return 15%
IRR 37%
Easley Portfolio
Easley, SC
Purchased $1,075,000
26 Units
Investment Strategy
Hold: Short Term
Combine/ Reduce expenses
25% Cash return to investors from accrued distribution.
54% increase in equity 1031
13.5% return paid on increased equity amount
Foster Circle
Greer, SC
12 Units
Price: $450k
10% CAP rate
Total Gross :$72,000
Expenses: $27,000
NOI: $45,000
Investment Strategy
- Maintain properties and occupancy
- Combine management expenses
Average COC return 15%
IRR 26%
Self Storage Portfolio
Inman, SC
300 units
Price: $3.075M
8.5% CAP rate
Investment Strategy
- 90% occupied
- 5 year hold
- Increase NOI by renovating exterior and upgrade units as turns
Average COC return: 10%
IRR 22%
